Experienced mortgage and investments advisor serving Sonoma, Napa, Contra Costa
Refinance
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Most recent mortgage statement
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Insurance Declarations page
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Property tax bill
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Last two years income tax returns including W2's or 1099's.
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All pay stubs from the last 30 days.
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Proof of any other income such as child support, social security, retirement, etc.
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2 most recent bank statements (all pages)
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Most recent 401K statement or evidence of any other assets such as bonds, stocks, or money saved in any other type of retirement program. (all pages)
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Copy of ID/DL
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Copy of permanent residency card or employment authorization card. (if applicable)
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Divorce decree (if applicable)
If you already own a home, we need the following for all your properties:
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Most recent mortgage statement
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Insurance Declarations page
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Property tax bill